{"id":8148,"date":"2024-08-20T00:10:03","date_gmt":"2024-08-20T00:10:03","guid":{"rendered":"https:\/\/support.treeplotter.com\/?post_type=ht_kb&#038;p=8148"},"modified":"2024-08-23T15:21:22","modified_gmt":"2024-08-23T15:21:22","slug":"tutorial-work-order-management-cost-module","status":"publish","type":"ht_kb","link":"https:\/\/support.treeplotter.com\/knowledge-base\/tutorial-work-order-management-cost-module\/","title":{"rendered":"Tutorial: Work Order Cost Module"},"content":{"rendered":"\n<p><em>For those <em>TreePlotter\u2122<\/em><\/em> <em>applications with Work Order Management installed, the hourly and\/or fixed price of carrying out particular pieces of work can be recorded; so when you create a Work Record to identify that item of work, it will automatically pull through the corresponding cost<\/em>.<em> Additionally, the Labor, Equipment, and Materials can be tracked for an individual Work Order.<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Topics Covered in this Tutorial:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Using the Costs module<\/li>\n\n\n\n<li>Updating Labor, Equipment, and Materials<\/li>\n\n\n\n<li>Pulling in Work Record Costs and Hours<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Using the Cost Module<\/h3>\n\n\n\n<p>The Work Order Management <strong>Costs<\/strong> module allows users to record both costs and labor hours associated with an overall Work Order in addition to the costs and labor hours associated with line items of Work Records.<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:50%\">\n<p>To access, navigate to an active Work Order > click the Costs tab in the header > a popup window will appear with the Work Order Costs data fields.<br><br>Once in the Costs tab you can fill in the over all cost, hours, and hourly rate and\/or use the Labor, Equipment, and Materials feature to further organize your work order costs.<\/p>\n\n\n\n<p><em>Note: if your application does not have the Costs button available reach out to TreePlotter support at <a href=\"mailto:support@planitgeo.com\">support@planitgeo.com<\/a><\/em><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:50%\">\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"670\" height=\"424\" src=\"https:\/\/support.treeplotter.com\/wp-content\/uploads\/2024\/08\/image-27.png\" alt=\"\" class=\"wp-image-8150\" style=\"width:426px;height:auto\" srcset=\"https:\/\/support.treeplotter.com\/wp-content\/uploads\/2024\/08\/image-27.png 670w, https:\/\/support.treeplotter.com\/wp-content\/uploads\/2024\/08\/image-27-300x190.png 300w, https:\/\/support.treeplotter.com\/wp-content\/uploads\/2024\/08\/image-27-50x32.png 50w, https:\/\/support.treeplotter.com\/wp-content\/uploads\/2024\/08\/image-27-60x38.png 60w, https:\/\/support.treeplotter.com\/wp-content\/uploads\/2024\/08\/image-27-100x63.png 100w\" sizes=\"auto, (max-width: 670px) 100vw, 670px\" \/><\/figure>\n<\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Updating Labor, Equipment, and Materials<\/h3>\n\n\n\n<p>To further organize your Work Order Costs, use the <strong>Labor, Equipment, <\/strong>and<strong> Materials <\/strong>feature to capture specific costs associated with crews, more than one piece of equipment, and variable material quantities.<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<ul class=\"wp-block-list\">\n<li>Each category has a dropdown menu that allows users to customize their set up.<\/li>\n\n\n\n<li>Use the &#8216;Add&#8217; button to build out your list of <strong>Labor, Equipment, <\/strong>and<strong> Materials<\/strong>.<\/li>\n\n\n\n<li>Select the <em>Description <\/em>dropdown and fill in the Editable Lookup Table with the relevant details.<\/li>\n\n\n\n<li>Add your <em>Rates<\/em> and <em>Hours<\/em> and notice the auto-calculation of the sub-total and total costs.<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"673\" height=\"667\" src=\"https:\/\/support.treeplotter.com\/wp-content\/uploads\/2024\/08\/image-28.png\" alt=\"\" class=\"wp-image-8151\" srcset=\"https:\/\/support.treeplotter.com\/wp-content\/uploads\/2024\/08\/image-28.png 673w, https:\/\/support.treeplotter.com\/wp-content\/uploads\/2024\/08\/image-28-300x297.png 300w, https:\/\/support.treeplotter.com\/wp-content\/uploads\/2024\/08\/image-28-150x150.png 150w, https:\/\/support.treeplotter.com\/wp-content\/uploads\/2024\/08\/image-28-50x50.png 50w, https:\/\/support.treeplotter.com\/wp-content\/uploads\/2024\/08\/image-28-60x60.png 60w, https:\/\/support.treeplotter.com\/wp-content\/uploads\/2024\/08\/image-28-100x100.png 100w\" sizes=\"auto, (max-width: 673px) 100vw, 673px\" \/><\/figure>\n<\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Pulling in Work Record Costs and Hours<\/strong><\/h3>\n\n\n\n<p>Associated Work Record <em>Fixed Costs<\/em>, <em>Hourly Costs<\/em>, and <em>Material Costs<\/em> will automatically be pulled into the Work Order Costs module once a Work Record is linked to a Work Order.<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<ul class=\"wp-block-list\">\n<li>The Work Order Cost fields must be updated within the Cost feature<\/li>\n\n\n\n<li>The Work Record Costs must be updated within the Work Record.<\/li>\n\n\n\n<li>To add the <em>Fixed Costs<\/em>, <em>Hourly Costs<\/em>, and <em>Material Costs <\/em>fields, use the <strong>Views <\/strong>feature to add these fields to the Work Record table.<\/li>\n\n\n\n<li>The totals will not update until the Work Record or Costs window has been closed and reopened.<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"353\" height=\"217\" src=\"https:\/\/support.treeplotter.com\/wp-content\/uploads\/2024\/08\/image-31.png\" alt=\"\" class=\"wp-image-8154\" srcset=\"https:\/\/support.treeplotter.com\/wp-content\/uploads\/2024\/08\/image-31.png 353w, https:\/\/support.treeplotter.com\/wp-content\/uploads\/2024\/08\/image-31-300x184.png 300w, https:\/\/support.treeplotter.com\/wp-content\/uploads\/2024\/08\/image-31-50x31.png 50w, https:\/\/support.treeplotter.com\/wp-content\/uploads\/2024\/08\/image-31-60x37.png 60w, https:\/\/support.treeplotter.com\/wp-content\/uploads\/2024\/08\/image-31-100x61.png 100w\" sizes=\"auto, (max-width: 353px) 100vw, 353px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"221\" src=\"https:\/\/support.treeplotter.com\/wp-content\/uploads\/2024\/08\/image-32-1024x221.png\" alt=\"\" class=\"wp-image-8155\" srcset=\"https:\/\/support.treeplotter.com\/wp-content\/uploads\/2024\/08\/image-32-1024x221.png 1024w, https:\/\/support.treeplotter.com\/wp-content\/uploads\/2024\/08\/image-32-300x65.png 300w, https:\/\/support.treeplotter.com\/wp-content\/uploads\/2024\/08\/image-32-768x166.png 768w, https:\/\/support.treeplotter.com\/wp-content\/uploads\/2024\/08\/image-32-50x11.png 50w, https:\/\/support.treeplotter.com\/wp-content\/uploads\/2024\/08\/image-32-60x13.png 60w, https:\/\/support.treeplotter.com\/wp-content\/uploads\/2024\/08\/image-32-100x22.png 100w, https:\/\/support.treeplotter.com\/wp-content\/uploads\/2024\/08\/image-32.png 1036w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Known Limitations:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Work Order Costs can not be added to Work Records<\/li>\n\n\n\n<li>Not all WOM modules include the Costs module<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Potential Next Steps:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/support.treeplotter.com\/knowledge-base\/treeplotter-inventory-work-records\/\" data-type=\"link\" data-id=\"https:\/\/support.treeplotter.com\/knowledge-base\/treeplotter-inventory-work-records\/\">Tutorial: Work Records<\/a><\/li>\n<\/ul>\n\n\n\n<script id=\"simplesat-web-embed\" src=\"https:\/\/cdn.simplesat.io\/web-embed\/web-embed-loader.js\"><\/script>\n<script>\n  window.addEventListener(\"load\", function renderSurvey(event){\n      simplesat.survey({\n        survey_token: \"CIJyqq9ERo1RCavjyDFgG9O5uLovXNZIVVT37VdnCCQ\",\n  ticket: {\n    custom_attributes: {\n     url: window.location.href,\narticle_type: \"tutorial\"    }\n   },\n       \n      })\n  })\n<\/script>\n","protected":false},"excerpt":{"rendered":"<p>For those TreePlotter\u2122 applications with Work Order Management installed, the hourly and\/or fixed price of carrying out particular pieces of work can be recorded; so when you create a Work Record to identify that item of work, it will automatically pull through the corresponding cost. Additionally, the Labor, Equipment, and&#8230;<\/p>\n","protected":false},"author":14,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"content-type":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"spay_email":"","footnotes":""},"ht-kb-category":[],"ht-kb-tag":[214,406,275],"class_list":["post-8148","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_tag-costs","ht_kb_tag-hours","ht_kb_tag-work-order-management"],"_links":{"self":[{"href":"https:\/\/support.treeplotter.com\/wp-json\/wp\/v2\/ht-kb\/8148","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.treeplotter.com\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/support.treeplotter.com\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.treeplotter.com\/wp-json\/wp\/v2\/users\/14"}],"replies":[{"embeddable":true,"href":"https:\/\/support.treeplotter.com\/wp-json\/wp\/v2\/comments?post=8148"}],"version-history":[{"count":0,"href":"https:\/\/support.treeplotter.com\/wp-json\/wp\/v2\/ht-kb\/8148\/revisions"}],"wp:attachment":[{"href":"https:\/\/support.treeplotter.com\/wp-json\/wp\/v2\/media?parent=8148"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.treeplotter.com\/wp-json\/wp\/v2\/ht-kb-category?post=8148"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.treeplotter.com\/wp-json\/wp\/v2\/ht-kb-tag?post=8148"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}